Actions

Actions define what is "happening" in CRM.Client, for example, whether data is displayed in List or in Details view, whether they are in View or in Edit mode, and much more.

To assign actions, action templates are available. When assigning the actions to buttons or menu actions, you can specify input arguments that define which data is read, how it is read (from the server, locally), which filters are applied to limit the numbers of records, etc.

Global Actions (not supported in this release)

Global actions are actions that are available in the control center's Global area, see Control Center.

Global actions are defined in the $GlobalAction context menu. This menu is included in the update.tablet configuration.

If this menu does not exist, no global actions are available.

By default, the $GlobalAction context menu contains the following context menu actions:

1. INFO_SETTINGS: Calls the SettingsView action, see SettingsEditView and SettingsView.